AWM
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Accredited Wealth Management’s Boeing BA Stock Holding History

Accredited Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$66.1K Buy
8,237
+7,924
+2,532% +$1.79M 0.05% 125
2025
Q2 		$65.6K Buy
+313
New +$59.1K 0.05% 121
2025
Q1 		– Sell
-267
Closed -$47.3K – 383
2024
Q4 		$47.3K Buy
+267
New +$41.9K 0.04% 140

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accredited Wealth Management's BA Position: Q3 2025 in Review

Accredited Wealth Management increased its Boeing (BA) stake by 2,532% in Q3 2025, buying an estimated $1.79M and bringing the position to 8,237 shares worth $66.1K. The position accounts for 0.05% of the portfolio, ranked #125.

Accredited Wealth Management first reported a position in BA in Q4 2024 and has held it in 3 quarters since. 2,377 funds tracked by Wall St. Rank hold BA as of Q3 2025.

  • Accredited Wealth Management held 8,237 shares of Boeing worth $66.1K as of Q3 2025.
  • Accredited Wealth Management bought 7,924 Boeing shares in Q3 2025, an estimated $1.79M.
  • Boeing made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #125 holding.
  • Accredited Wealth Management first reported a position in Boeing in Q4 2024 and has held it in 3 quarters since.
  • 2,377 funds tracked by Wall St. Rank held Boeing as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.